ducovest

FHLC:NYE-Fidelity® MSCI Health Care Index ETF (USD)

ETF | Health |

Last Closing

USD 70.12

Change

0.00 (0.00)%

Market Cap

USD 2.86B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Health Care 25/50 Index, which represents the performance of the health care sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Health Care 25/50 Index. The fund is non-diversified.

Company Website : http://www.institutional.fidelity.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-03 )

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IDNA iShares Genomics Immunology an..

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SBIO ALPS Medical Breakthroughs ETF

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XHS SPDR® S&P Health Care Service..

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HTEC Robo Global® Healthcare Techn..

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BBP Virtus LifeSci Biotech Product..

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BBC Virtus LifeSci Biotech Clinica..

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 USD 0.01B
IHF iShares U.S. Healthcare Provid..

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 N/A

ETFs Containing FHLC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Health) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.39% 76% C+ 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.39% 76% C+ 59% D-
Trailing 12 Months  
Capital Gain 17.38% 57% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.38% 57% F 60% D-
Trailing 5 Years  
Capital Gain 55.13% 86% B+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 55.13% 86% B+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 8.87% 90% A- 65% D
Dividend Return 9.93% 90% A- 61% D-
Total Return 1.06% 84% B 25% F
Risk Return Profile  
Volatility (Standard Deviation) 12.14% 90% A- 72% C
Risk Adjusted Return 81.77% 90% A- 90% A-
Market Capitalization 2.86B 90% A- 71% C-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.